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As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

We thought it would be interesting for our readers to get a good grasp on the definitions of "artificial intelligence" and "machine learning" in...

A, B, C, it's easy as 1-2-3 ... Innovation has been fast and furious for the Fintech sector, with lots and lots...

Not so fast... Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...

Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.

The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.